Migrate from Podio to monday CRM

Podio Workspaces map directly to Monday.com Workspaces. We preserve workspace-level member lists and access settings during migration. Podio Spaces (sub-containers within workspaces) map to Monday.com sub-folders or board Groups depending on use — CRM-oriented Spaces become separate boards; project-tracking Spaces become grouped boards within the same workspace.

Podio apps built to simulate CRM entities (contacts, companies, deals) split into Monday.com CRM's native entity types. A Podio app with contact fields (name, email, phone, organization) maps to the CRM Contacts entity. A Podio app with company fields (name, domain, industry) maps to the CRM Companies entity. A Podio app with deal fields (value, stage, close date) maps to CRM Deals. We reverse-engineer each app's field schema during discovery and map field types to Monday.com column types (text, number, date, person, link). Reference fields to other Podio apps become Monday.com connected boards or link-item columns.

Podio apps built for project tracking or task management map to Monday.com Work Management boards with groups representing project phases or task categories. Status fields from Podio map to Monday.com Status columns. Category and multi-select fields map to Dropdown or Tags columns. Date fields map to Date columns. Numeric fields map to Numbers columns.

Podio items (rows within an app) map to Monday.com items. Each item inherits the field structure of its parent app, which we map to Monday.com column types during discovery. Reference field values from Podio items are resolved at migration time — we look up the target item ID and insert it as a connected board link or link-item column value. Multi-value fields (tags, categories) flatten into Monday.com Tags columns.

Podio standalone tasks linked to items migrate to Monday.com subitems or linked items on the target board. Task titles, due dates, assignees (mapped via email to Monday.com team members), completion status, and linked item references are preserved. Recurring task rules are noted and documented for manual rebuild in Monday.com automations since recurrence logic does not migrate.

Podio comments on items migrate as Monday.com Updates attached to the item. We preserve comment text, author, and timestamp. Rich-text formatting in Podio comments simplifies to plain text in Monday.com Updates since Update does not support the same formatting model. If a Podio comment references another item via reference field, we preserve the reference as a plain-text note in the Update.

Podio files require a separate Files API call per item (distinct from the Items API). We download files to our staging storage, then re-upload to Monday.com as file attachments on the target item. Podio's 100MB per-file limit is respected. File names and attach dates are preserved. If the destination item does not exist (reference target resolution failure), the file is held in a staging queue for manual attachment.

Podio reference fields create explicit links between items in different apps (similar to foreign keys). We capture all reference field values during export, resolve the target item ID in the destination, and write the link as a Monday.com Link person/board column or as a connected board relationship. If the target board or item does not exist at migration time, the reference is written as a text field with the original Podio item name and ID for manual re-linking.

Podio user profiles (name, email, title, organization) map to Monday.com CRM Contacts. Custom contact fields in Podio apps map to custom CRM columns on the Contact entity. We deduplicate by email address during import. If a Podio user profile has no email (guest or external client), we create a Contact with available fields and flag it for enrichment.

Podio tags applied to items migrate as Monday.com Tags column values. Multi-value tags from Podio (items can have multiple tags) flatten into comma-separated tag entries in Monday.com's Tags column. If Monday.com Tags are not available on the target board, tags migrate as a Text column.

Podio single-value and multi-value category fields map to Monday.com Dropdown columns or Status columns depending on whether the category functions as a workflow stage or a classification label. Option labels are preserved. Color coding on Podio category options is documented as a text note since Monday.com Status columns support color coding natively.